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The slide uses a three-column layout to present distinct thematic findings.2023 Global Shared Services and Outsourcing Survey · Deloitte
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The chart highlights the dominance of Finance, HR, and IT, while noting the shift toward more strategic, interaction-heavy functions.2023 Global Shared Services and Outsourcing Survey · Deloitte
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Golden Circle1 hit
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Survey conducted by ThoughtLab in Sept-Oct 2023.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Situation & Context1 hit
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Includes a quote from a Deloitte leader and survey methodology context.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses a two-tier structure: top row shows high-level drivers with percentages, bottom row shows specific business impacts with percentages.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Includes a quote from Jean-Francois Lagasse and a table of key investor statistics.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Includes a navigation bar at the top and source methodology references at the bottom.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Includes a table of preferences by activity and a bar chart of advisor usage by age group.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Golden Circle1 hit
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The slide uses a combination of qualitative narrative and quantitative survey data to support the thesis. It includes a footer with survey question references.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Golden Circle1 hit
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Includes a table of survey results and two qualitative testimonials from industry participants.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Golden Circle1 hit
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Includes a quote from Jaime Lazaro (BBVA) and a table summarizing survey data on advisor experience changes.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Golden Circle1 hit
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Includes a quote from Brie Williams and survey data regarding firm strategy and investor adoption.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Golden Circle1 hit
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Includes a table comparing current vs 3-year outlook vs investor preference for 12 CX elements.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Golden Circle1 hit
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Includes a testimonial from Dean Butler (Standard Life UK).Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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The slide uses a combination of a line chart for aggregate generational focus and a stacked bar chart for sector-specific focus.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes survey data from ThoughtLab regarding investment behaviors and expectations.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes survey data (PQ6, PQ20) regarding up-market vs down-market strategic shifts.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a bar chart of organizational focus and a table of investor selection criteria by country.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes navigation bar at the top and source methodology notes at the bottom.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a maturity model table and a quote from a Deloitte leader.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes survey data (PQ25) and expert commentary from FNZ and Deloitte.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a quote from FNZ's Carl Robertson and an anonymous Australian broker-dealer executive.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes quotes from industry executives and a comparative bar chart showing current vs 3-year investment priorities.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a primary table of priorities and a secondary table comparing leaders vs others.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
45
The slide uses a table to compare investment percentages across 15 technology categories, with trend indicators (up/down arrows).Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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The slide uses a 2x4 grid layout for data, with testimonials below each column.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
50
The slide uses a grouped bar chart for task-based willingness and a ranked list for geographic willingness.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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The slide uses a 2x5 grid layout for the data table, with each cell containing current adoption percentages, projected adoption percentages, and a representative quote.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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The slide uses a table to categorize benefits into Operational, Strategic, and Financial, with 'Now' vs '3 years' columns.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Includes quotes from Deloitte leaders regarding the impact of technology convergence and the profitability challenges of robo-advisory.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit